TLDR In the section, Luc discusses his method for identifying emerging themes in the market, emphasizing the importance of a concentrated investment portfolio and high conviction ideas. He uses observational and alternative data, particularly analyzing Y Combinator (YC) startup categorizations, to predict trends. He notes a significant increase in AI-focused companies, rising from 30% in 2023 to 88% by summer 2025. Luc also highlights other themes emerging from YC, such as space companies, government software, and stablecoins, suggesting a roughly one-year lag between YC focus and mainstream retail interest. He advises monitoring social media for sector interest and researching venture capital allocations.

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